The Voting Machine Vs The Weighing Machine
https://soundcloud.com/ithought-advisory/the-voting-machine-vs-the-weighing-machine “In the short run, a market is a voting machine but in the long run, it is a weighing machine.” – […]
Nervousness Returns
The RBI’s monetary policy announcement did not do much to improve the market sentiment. The clear shift in stance, willingness to be […]
Election Fever Begins
Election fever is just about to begin. This election is probably unique for its competitive intensity. On one side, we have a […]
Learning What Can’t Be Taught
https://soundcloud.com/ithought-advisory/learning-what-cant-be-taught Podcast Transcript Teaching is seen as the finest form of giving. Sharing what one knows is the noblest thing. Which is […]
Mindful Investing
https://soundcloud.com/ithought-advisory/mindful-investing Podcast Transcript Mindful investing can at first glance sound abstract. When we define different ways of investing, we mostly find […]
5 Mantras For 2019
https://soundcloud.com/ithought-advisory/5-mantras-for-2019 Podcast Transcript 2018 is turning out to be a difficult year for many among us. Most investors have not seen […]
Stay Convinced
Being Contrarian is never easy. Most of the time, the Contrarian makes choices that are very different from the consensus. Given that […]
New Year Blues
The month of October ended on a positive note for the markets. Trends seem to be indicating that the economy is doing […]
There Is More To Investing Than Returns
https://soundcloud.com/ithought-advisory/there-is-more-to-investing-than-returns Podcast Transcript There is more to investing than just generating returns. There has to be a larger purpose. Investing is […]
Avoid Recency Bias
Recency bias hurts the most when a bull market ends. We tend to buy investment ideas which did very well in the […]
Validating Advice
https://soundcloud.com/ithought-advisory/validating-advice Podcast Transcript Every portfolio often needs validation. Our ideas are constructed in a particular context and we find that soon thereafter […]
Concentration Risks Return
The crack in US markets was long coming. Lest we forget, this is America’s longest bull run in history and their economic […]